In Wealthbox, default permission settings help control who can view and interact with data such as contacts, tasks, notes, opportunities, and projects. These settings ensure that information is shared appropriately across your team while maintaining necessary privacy or control.
The default permission can be set so that any data added to Wealthbox will default to the restriction applied (e.g., Only Me, Everyone, or a specific User Group).
What Are Default Permissions?
Default permissions refer to the pre-selected visibility setting that applies when you create a new item from the home screen or when you add an activity from its respective screen (e.g., adding a task from the task screen).
- For example: If your default visibility is set to “Everyone”, any new contact or task you create from the home screen, will automatically be shared with the team unless you change it.
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You can override this default on a per-item basis at the time of creation.
- When adding activities from a Contact record, the visibility of those activities will follow the contact record's visibility, NOT the user's default visibility setting.
Admin level Default Permissions
Admins with manage user privileges have the ability to assign default permission settings for each user in your workspace. This ensures consistent data visibility across your team and helps align with your firm's privacy and collaboration policies.
You can manage these settings directly from the Manage Users screen. Depending on how you configure it, users can either retain the ability to update their own permissions or be locked into the defaults you assign.
How to Set Default Permissions for a User
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Log in to Wealthbox with your admin account.
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In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
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In the left-hand menu, click on “Users.”
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Find the user whose default permissions you want to set, and click the arrow to edit their user settings.
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Under Default Permissions, you’ll see options to:
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Choose a default visibility setting (e.g., “Everyone,” “Only Me,” or “Selected Users”)
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Optionally, check the "Prevent this person from changing their default permissions" box so the user cannot override it
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If you check the box to lock the permissions, The user cannot change their default visibility settings in their own account.
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All new records they create (contacts, tasks, notes, etc.) will inherit the visibility level you assigned.
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This is ideal for maintaining firm-wide consistency in data sharing and security.
If you leave the box unchecked: The assigned default will serve as the user’s initial setting, but they will have the ability to customize their own defaults going forward.
How to Set or Change Your Default Permission Setting
If your default permission is not set and locked by an account admin, you can update your default permissions:
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Click the three-dot menu (⋮) in the upper right corner.
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Select Settings.
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Select "Default Permission” from the menu on the left.
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Choose your preferred visibility.
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Save your changes.
Common questions and best practices
Q: What happens if I set the Default Permission to a group?
A: The invited user will be added to this group automatically. If they are removed from the group, their default permissions are reset to "Only Me".
If a user is removed from the group set as their default, their default permission will be automatically set to "Only Me".
Q: Why can't I update my default permission?
A: A workspace admin has restricted your ability to update this setting. Reach out to your account owner or an admin for more information.
Q: What happens to existing permissions when I update my default permission?
A: The default permission would take effect for any items added after the change. It will not retroactively change activities or contacts you have already added.